Wealth & Retirement Client Onboarding Specialist
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-07-27
Listing for:
HUB International
Full Time
position Listed on 2026-07-27
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
HUB International in Newport Beach, CA is seeking a Client Engagement Coordinator to support the Wealth & Retirement team. This role works with sales staff and Retirement Plan Advisors to onboard new clients and accounts, supporting proposal materials and scheduling meetings with prospective clients.
You will track onboarding tasks, prepare new client paperwork, participate in onboarding meetings, and update client databases, while coordinating transitions of Plan Recordkeepers and notices when
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×